Spire Wealth Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,110
| Closed | -$9K | – | 2567 |
|
|
2023
Q1 | $9K | Buy |
+10,110
| New | +$9K | ﹤0.01% | 1884 |
|
|
2022
Q3 | – | Sell |
-5,756
| Closed | -$33K | – | 2706 |
|
|
2022
Q2 | $33K | Buy |
5,756
+77
| +1% | +$441 | ﹤0.01% | 1474 |
|
|
2022
Q1 | $45K | Sell |
5,679
-101
| -2% | -$800 | ﹤0.01% | 1491 |
|
|
2021
Q4 | $56K | Sell |
5,780
-3,789
| -40% | -$36.7K | ﹤0.01% | 1670 |
|
|
2021
Q3 | $94K | Hold |
9,569
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q2 | $100K | Buy |
9,569
+5,117
| +115% | +$53.5K | ﹤0.01% | 1183 |
|
|
2021
Q1 | $81K | Buy |
+4,452
| New | +$81K | ﹤0.01% | 1491 |
|